Purchases and Sales Made in Q3 2024 in Spdr Series Tr Spdr S&P Divide (SDY)
This table provides information about the institutional ownership of Spdr Series Tr Spdr S&P Divide (SDY) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR SERIES TR SPDR S&P DIVIDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11+ 0.25% |
$1.39K - $1.56K
|
4.43K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11+ 0.54% |
$1.39K - $1.56K
|
2.06K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
10+ 0.5% |
$1.26K - $1.42K
|
2K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.27% |
$1.26K - $1.42K
|
3.74K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
10+ 0.53% |
$1.26K - $1.42K
|
1.9K
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
9+ 0.11% |
$1.13K - $1.28K
|
8.22K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.03% |
$1.13K - $1.28K
|
26.2K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
9+ 0.55% |
$1.13K - $1.28K
|
1.64K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
9+ 0.34% |
$1.13K - $1.28K
|
2.62K
$364K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8+ 0.07% |
$1.01K - $1.14K
|
11.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8+ 0.12% |
$1.01K - $1.14K
|
6.87K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.45% |
$1.01K - $1.14K
|
1.77K
$246K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
8+ 0.06% |
$1.01K - $1.14K
|
12.6K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.03% |
$1.01K - $1.14K
|
28.4K
$3.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7+ 0.07% |
$882 - $994
|
10.4K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.18% |
$882 - $994
|
3.97K
$551K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6+ 0.04% |
$756 - $852
|
15.5K
$2.15M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6+ 0.07% |
$756 - $852
|
9.11K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.45% |
$756 - $852
|
1.35K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
6+ 0.33% |
$756 - $852
|
1.85K
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6+ 0.47% |
$756 - $852
|
1.29K
$179K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 0.64% |
$630 - $710
|
788
$109K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.6% |
$630 - $710
|
835
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.06% |
$630 - $710
|
8.2K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4+ 0.05% |
$504 - $568
|
7.49K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.11% |
$504 - $568
|
3.51K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.19% |
$504 - $568
|
2.12K
$294K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4+ 0.17% |
$504 - $568
|
2.31K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4+ 0.06% |
$504 - $568
|
6.67K
$925K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3+ 0.79% |
$378 - $426
|
385
$53.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
3+ 1.22% |
$378 - $426
|
248
$34.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.18% |
$378 - $426
|
1.66K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.36% |
$378 - $426
|
827
$115K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.18% |
$378 - $426
|
1.66K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.16% |
$378 - $426
|
1.88K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2+ 0.03% |
$252 - $284
|
5.76K
$798K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.41% |
$252 - $284
|
487
$67.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.62% |
$252 - $284
|
323
$44.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.13% |
$252 - $284
|
1.58K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.11% |
$252 - $284
|
1.76K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2+ 0.04% |
$252 - $284
|
4.64K
$643K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2+ 0.05% |
$252 - $284
|
3.85K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2New |
$252 - $284
|
2
$277
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$252 - $284
|
7.15K
$991K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.15% |
$252 - $284
|
1.38K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 2.38% |
$126 - $142
|
43
$5.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.59% |
$126 - $142
|
170
$23.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.81% |
$126 - $142
|
124
$17.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.06% |
$126 - $142
|
1.63K
$226K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.1% |
$126 - $142
|
984
$136K
|